Global wafer-fabrication-equipment spending is expected to rise 16.9% to $135.2 billion in 2026, driven mainly by increased demand for memory chips like DRAM and NAND due to AI growth. Lam Research leads with the strongest exposure to memory equipment, benefiting from complex etch and deposition needs. KLA gains from rising process-control demands as chip manufacturing complexity grows, while ASML maintains a dominant position in lithography technology essential for advanced chips. Investors should consider Lam for near-term memory growth, KLA for balanced exposure, and ASML for long-term technological moat, amid risks of potential memory overinvestment.
Applied Materials CEO Gary Dickerson revealed at a Goldman conference that the company has multi-year order books from customers driven by AI chip demand, expecting nearly 40% growth in 2026 and strong growth in 2027. The company supplies essential s...
Lam Research's stock surged following a price target increase by Berenberg Bank, signaling a 31% potential gain. The company reported record Q4 2026 revenues of $6.72 billion and a 38.4% operating margin, driven by high demand for AI chips and high-b...
Invesco offers two ETFs, QQQ and QQQM, that track the same Nasdaq-100 index with identical holdings and management but differ in fees. QQQ charges a 0.18% fee, while QQQM charges 0.15%, which may seem small but compounds into significant savings over...
The 4-Factor Dividend Growth Strategy, inspired by the Schwab US Dividend Equity ETF (SCHD), targets high-quality dividend stocks using four key metrics. Since its inception, it has delivered an average return of 14.89%, marginally beating SCHD's 14....
